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Scott Schlappi

Senior Vice President, Retirement Plan Services

WealthPlan Advisors

United States, Arizona, Mesa

About Me

Scott, a Senior Vice President at WealthPlan Advisors, boasts a career spanning over 30 years in the retirement plan and investment business. In 2009, he co-founded WealthPlan Advisors alongside his brother, Todd. Scott's unparalleled expertise shines in his comprehensive knowledge of Qualified/Non-Qualified Retirement Plans, catering to corporations, governments, and nonprofit organizations. Throughout his career, Scott has dedicated himself to assisting organizations in establishing, monitoring, and enhancing their retirement plans. His prominence extends to various local and national retirement plan and investment consultant councils, where he is widely recognized and valued for his co

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Profile Information

Senior Vice President, Retirement Plan Services

WealthPlan Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Mesa

Arizona

United States

Jan 20, 2025

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Isa Totah
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Shelley Totah
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Nate Schlappi
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Todd Schlappi
Retirement Plan Consultant

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